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Follow clear steps to create a financial plan.
Wealth planning

Bring your plan to life

Build your financial plan, step by step, and start realizing your goals.

Follow a clear process

Financial planning works for everyone. Yes, that means you! Having a roadmap towards your goals makes it much more likely that you’ll achieve them, regardless of your age, income, or bank balance.
So, let’s get started.
Start by identifying objectives, requirements and priorities.
Identify your goals, needs, and priorities
Determine the strengths and weaknesses of your current situation.
Assess your current situation
Talk about recommendations and how they will shape the future.
Discuss recommendations and projections
Put your financial plan into action.
Implement your financial plan
Schedule regular check-ins to make sure you stay on track.
Check in regularly to see if you’re on track

Choose simple or sophisticated investments

Access the same types of products you’d find at any brokerage firm, but with the added value of a detailed and comprehensive financial plan to help guide your investment decisions.

Ask us about:

  • Term deposits
  • Mutual funds
  • Exchange-traded funds
  • Stocks and bonds
  • And more

Make an appointment

Match investments to your needs and preferences

Your financial plan will include investment recommendations aligned to your priorities and tolerance for risk, as well as the length of time you can keep your money invested.

Ask us about:

  • Income investments
  • Growth investments
  • Balanced investments
  • Ethical investments
  • And more

Make an appointment

Connect with specialists as you need them

Your wealth advisor has expertise across a range of financial planning areas — and, if you ever need more specialized advice, we’ll put you in touch with other wealth and legal professionals in our community.

Ask us about:

  • Budgeting
  • Investments
  • Insurance
  • Tax planning
  • Retirement planning
  • Estate planning

Make an appointment

Get help with your planning from online tools

Check to see how close you’re getting to your goals using our online calculators, and ask your wealth advisor for other resources that can help you stay informed and motivated to succeed.

Ask us about:

  • Education savings calculator
  • Tax-Free Savings Account calculator
  • Registered Retirement Income Fund calculator
  • Personal Records Organizer
  • Executor Checklist

Make an appointment

Prospera wealth testimonial

Wealth Stories 

Prospera recognizes me when I come in: they know my name! We’re not just a statistic or bank account number to themwe’re people who have real lives and have real needs. They have really helped us to get to where we are and to achieve the life that we want.

Karen & Wilf
Chilliwack, BC

Get started on your plan

Take the next step and schedule your appointment with a local Wealth Advisor.
Visit a branch
Meet by phone
Meet by video
 

Learn more about wealth planning

Improve your financial situation with wealth planning insights and strategies.
Catch up on your financial plan
Think you’ve missed the window of opportunity to create a financial plan? You haven’t. Everyone can benefit from wealth planning that starts from wherever you are today.
Mutual funds: less risk, more reward
Every mutual fund holds a basket of individual investments, and that built-in diversification can deliver better returns for a given level of risk. The key is to find the right fund for your goals.
Empty nest, full portfolio: be ready for retirement
It’s best to lay the groundwork for a successful retirement years in advance, but some strategies can help even when retirement is just around the corner.
 

How to reach us

Call our Member Service Centre

Toll free
1-888-440-4480

Monday to Friday
8 am - 8 pm

Saturday 9 am - 5 pm

Contact tech support
Send us an email

Mutual funds and related financial planning services are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc). Mutual funds, other securities and financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, cash balances, mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities is a registered mark owned by Aviso Wealth Inc.